Discoverer Viewer - University of Cambridge
Contents
1. Save as T Pav Anie Hs Revert to saved 4 Up Down 3Y one rag 25 of 1472 Printable page Invoice Number I cea Export SE DSE GERNER MEAE invoice To Payment Rate Type send as email email Invoice To Payment Rate Date Worksheet options Payment Methad DRE Pmt Status Description Sheet 1 EXPENSES 23 07 09 PHILLIPS MRAM Payment Status IEETINGS 1 MP 12951 ETC VENUES LIM E DEER 07 09 KUAL Payment Terms Date EA 3828 1234 Q004 N3 BRITISH TELECO a ax Calculation Level EA 3858 6628 Q001 KM BT PAYMENT SEI ws Standard GL Transaction Code R REDIREC Q001 KE BT PAYMENT SER Manually Approved Status Q001 amp C BT PAYMENT SEX Invoice Canceled Date Q001 CE BT PAYMENT SE Le To nee Exchange Date Invoice To Functional Exchange Type 001 BM BT PAYMENT SE EE Rae nvoice Currency Code EXPENSES 05 08 09 GIBSON DR JS Payment Currency Cade O LONDON 4423 SILVERSTAR CA Creation Date E LHR T4 Hint The Drill to list shows all available data fields Tip Some fields may already be in the results but are not visible Use the Rows and Columns link to show or hide columns Finance Training Page 13 Discoverer Viewer User Manual 1 02 11g2 4 6 Formatting Data In the Tools menu select Format Actions Table Rerun query Y Tools Layout Format Stoplight Sort Rows and Columns CI EE CO wa Sa ee se PENS He Dee CC Eee ome Save as B 4 U Background amp Go Font Le Go More Create Conditional Format Conditional Formats Reve2. UNIVERSITY OF CAMBRIDGE Finance Division Finance Training Discoverer Viewer User Manual 1 02 1192 Finance Training Discoverer Viewer User Manual 1 02 1192 Contents Page 1 Introduction to Discoverer Viewer 2 Hel ANKER DISCOV CGC Escenas cere ae a tn 2 1 2 What is the Viewer 2 1 3 Access to Viewer 2 1 4 Preferences in Viewer 3 2 Workbooks and worksheets LENE LEE 4 2 1 ACCESS to WOrKDOOKS sa says ELIE ennemie sosie 0 4 2 2 Workbook Sheet listings eeaeeeeaes 4 3 Running a worksheet query E REE EE ENE EEEEN 6 3 1 A query with no parameters 6 3 2 query with parameters 6 3 3 More about parameter selection 7 3 4 Query runtime estimates and elapsed time 8 3 5 Cancelling a query 8 96 Rerunnng a UENS a a ae me 8 4 Viewing modifying and saving query results 9 4 1 Viewing the data 9 4 2 Changing the worksheet options 10 4 3 Changing the data layout 11 4 4 Creating a Page ltem 12 4 5 Drilling to Related data 13 4 6 Formatting data including Stoplight formats 14 4 7 Sorting data and hiding columns 2 16 4 8 Saving WOFKDOOKS cc ccc cece cece cece eee kk senate ease k
3. Document Format PDF version of the worksheet and printing the PDF file in Finance Training Page 19 Discoverer Viewer User Manual 1 02 1192 Adobe Acrobat Discoverer displays the PDF version of the worksheet for you to preview before you print it 1 Display the worksheet that you want to print 2 Select the Printable Page link to display the Printable Page Options page Content tab 3 optional Use the Printable Page Options page Content tab to change the print settings if required 4 optional If you want to preview a sample PDF version of the worksheet before printing the full worksheet follow the steps in How to preview worksheets before printing 5 Click Printable PDF to display the PDF Ready page 6 Select the Click to view or save link to display the full PDF version of the worksheet in a separate browser window Note You can now view print or save the PDF file 7 Inthe separate browser window displaying the PDF file choose File Print to display the operating system print dialog and print the PDF file Discoverer prints the PDF version of the worksheet 5 3 Email worksheet data Actions Rerun query From the Actions menu choose Send as Save email Save as Revert to saved Printable page ORACLE Discoverer Viewer Business Intelligence Preferences Exit Help Connect gt Workbooks gt GL Actual Balances 08 09 Sheet1 gt Send Email The worksheet was exported successfully The emai
4. Page 18 Finance Training Discoverer Viewer User Manual 1 02 1192 File Download Do you want to open or save this file Name Sheet 1 xls HI Type Microsoft Excel Worksheet 27 5KB From live discoverer admin cam ac uk Always ask before opening this type of file harm your computer IF you do not trust the source do not open or M While files from the Internet can be useful some files can potentially ki save this file what s the risk Open or Save the data in Excel 5 2 Print data to PDF document This option is useful when it is preferred to share data with no risk of it being further modified as it can if shared for example as an Excel file ORACLE Discoverer Viewer Business Inte igence Preferences Exit Help Connect gt Workbooks gt AP Invoices1 VIEW1 Sheet1 gt Printable Page Options Set the options to generate a printable Portable Document Format PDF document of your worksheet Cancel Preview sample Printable PDF a Content Page Setup General Options Data Print all rows and columns Print only the rows and columns that are displayed in the crosstab or table Print Header Print Footer Table Options Print table Repeat header cells on every page Graph Options C Print graph Graph size Width Maximum width 7 inches Height Maximum height 8 98 inches Printing You print a worksheet in Discoverer Viewer by generating a Portable
5. Ga Result Li Refresh Expand All Collapse All Focus Name Description Owner Last Modified Y Discoverer Workbooks amp gt Account Analysis General Ledger transactions restricted to APR MAY and PAG25 Monday 09 November 2009 16 29 14 BST JUN 09 and restricted to Dept PD CC PDBA and SoF AAAA gt Account Analysis 5 Nov PAG25 Thursday 05 November 2009 10 59 29 BST amp P Account Analysis999 General Ledger transactions restricted to APR MAY and PAG25 Wednesday 21 October 2009 16 20 47 BST JUN 09 and restricted to Dept PD CC PDBA and SoF AAAA rh mh GA s nman ma mar Se ee anan anna ra RAS Finance Training Page 4 Discoverer Viewer User Manual 1 02 11g2 Expanding a Workbook Clicking on the blue arrow beside a workbook reveals the Sheet s within the workbook some workbooks will have only one sheet others have more For example a workbook showing General Ledger balances may contain four sheets with balances for each quarter of a financial year Focus Name Description Owner Li Y Discoverer Workbooks 3 TS Account Analysis General Ledger transactions restricted ta APR MAY PAG25 M and JUN 09 and restricted to Dept PD CC PDBA and soF AAAA p gt Ta Account Analvsis 5 How PAGS T Expand All Collapse All To see or hide the contents of every workbook click on the Expand All Collapse All links Result List Refresh Expand All Collapse All 4S DISCOVETED TURD OUR Focus Nam
6. as part of the Sorting functions see Section 4 6 below Note Column order can also be changed by using the More link see 4 4 below for more information on re arranging columns and creating page items Finance Training Page 11 Discoverer Viewer User Manual 1 02 11g2 4 4 Creating a page item also filtering data The Viewer allows one or more columns to be moved up as Page Items The page item can then be filtered for a single value creating Pivot Table style three dimensional data layout Steps Staying in the Layout menu click on the More link Choose a column heading e g Cost Centre and click the up arrow to add it as a page item ORACLE Discoverer Viewer Business Intelligence Preferences Exit Help Connect gt Workbooks gt GLActual Balances 08 09 Sheet1 gt Table Layout Specify where you want items to appear in your table by using the Layout tool or by clicking arrows in the sample layout Cancel Apply Layout Move vi Entity vi Left of Cost Centre vi Go Show Page Items Page items No Items in Page Columns Entity gt Department Cost Centre F Source Of Funds Transaction Period Name Year To Date Amount SUM Cancel Apply Preferences Exit Help Show Page Items Pageltems Cost Centre Columns Entity F Department Source Of Funds Transaction Perioc Preferences Exit Help Pi o m En ea ee Um mme me min a A I
7. E Discoverer Viewer Business Intelligence Connect gt Workbooks gt GL Actual Balances 08 09 Sheet1 gt Choose export type Use the drop down list to specify the export file format CSV Comma delimited csv v CSV Comma delimited csv DIF Data Interchange Format dif id ur me delimited prn D Preferences Exit Help Hyper Text Markup Language archived zi Microsoft Excel Workbook xls Oracle Reports XML xml PNG Image png Portable Document Format PDF pdf SYLK Symbolic Link slk Text Tab delimited txt Web Query for Microsoft Excel 2000 igy WKS Lotus 1 2 3 wks From the drop down list choose Excel Workbook Click on the Export button ORACLE Discoverer Viewer oO Preferences Exit Help Business Intelligence Connect gt Workbooks gt SCL Actual Balances 08 09 Sheet1 gt Choose export type Cancel Export Use the drop down list to specify the export file format Microsoft Excel Workbook xls v Cancel Export Preferences Exit Help Click on the View or save button ORACLE Discoverer Viewer Business Intelligence Preferences Exit Help Connect gt Workbooks gt GLActual Balances 08 09 Sheet1 gt Export Ready The export you requested is ready Please click the button below to open the exported document to view or save it Click to view or save Return to worksheet Preferences Exit Help
8. L Actual Balances 08 09 Sheet 1 Last run Tuesday December 8 2009 02 35 44 PM BST Worksheets Parameters Needed select values for the following parameters ndicates required field i code Department code Use as a wild card indicates mandatory field Cost Centre Cost Centre code use as a wild card red AAA Funds code Source of Funds code use as a wild card ee MER Code Transaction Code use as a wild card Period A Period Name select from the drop down list Sheet 1 Finance Training Page 6 Discoverer Viewer User Manual 1 02 1192 3 3 More about parameter selection The workbook author will decide the parameter settings and the rules for selecting parameters Entering parameter values 1 Parameter selections can be either a single value a range of values from to or a selection of values nde cede AAA GAA o Funds code Source of Funds code use as a wild card 2 some parameter choices are mandatory a value or values must be entered indicated by the asterisk symbol 3 some parameter choices offer lists of values to select from ORACLE Discoverer Viewer Business Intelligence mla a Search and Select Period Name This page enables you to select the parameter values Cancel Select Search To find the value select a filter in the drop down list and enter a word in the text field then click the go button To see a list of all values clear the searc
9. and Worksheets 2 1 Access to workbooks Workbooks are created by authors using the Discoverer Plus software The authors are the owners Viewers are given shared access to the workbooks by the Central Reporting Team see 2 1 below Each workbook will contain at least one worksheet query based on a CUFS module Users will see data from the query based on the access rights of the responsibility being used to access the Viewer Viewers can save their own version of a shared workbook see section 4 5 below Note Saving a new version of a workbook deletes all sharing that applied to the old version 2 2 Workbook listings After selecting a Viewer responsibility you are presented with the Workbooks listing This is the home page for Viewer and is the only menu path within the responsibility Shared workbooks The Finance Division Reporting Team will make workbooks available by sharing with Viewers in two ways le Sharing a workbook with all users who have a particular responsibility 2 Sharing workbooks with selected users Workbooks are listed alphabetically and each one has a description to define the data being retrieved and the conditions that will limit the query results The search box allows the Viewer to filter on the workbook name own menu to choose between Database and Scheduled Workbooks Type in a search string to find a specific workbook or result set Use the drop Search All Workbooks v
10. ble Create edit and delete conditional formats for the data in the table Formatting that is applied through the toolbar can also Cancel Clear All Formatting Apply affect the appearance of the table Stoplight Formats Hide Data Values for Stoplight Formats Create Stoplight Display Name Attributes Move Up Move Down Stoplight Format 1 FE coco Remember The original worksheet layouts and formats cho can always be restored by clicking on the a Revert to Saved link on the Actions menu ee Revert to saved Finance Training Page 15 Discoverer Viewer User Manual 1 02 1192 4 7 Sorting data and hiding columns Sorting In the Tools menu select the Sort link Data can be sorted on any column from the Sort drop down box The order of sort can also be selected with the Order drop down box Actions y Table Rerun query Y Tools Layout Format Stoplight Sort Rows and Columns Save qj ete ees eee eee eet tenet nett eens Save as Saiinvoice Number vi Order Zto A Go More ee a de ee D dot Printable page 7 Export 25 Rows M Down V Rows 1 25 of 1472 Send as email gt Invoice Number gt Supplier Name gt Invoice Description Worksheet options Worksheets To achieve a more complex sort on multiple columns click the More link ORACLE Discoverer Viewer Business Intelligence Preferences Exit Help Connect gt Workbooks gt AP Invoices1 VIEW1 Sheet1 gt Multiple Sor
11. click the Preferences link Query Governor 6 k oo So k oa 250 Enter a row limit value between 1 and 10000 Retrieve data incrementally in groups of kk iT Cancel list ofvalues retrieval after Enter a value between 1 and 99999 in seconds Each of the first three settings can be enabled disabled by using the tick box Warn me if predicted time these estimates are not always reliable With this setting enabled Discoverer will ask whether the user wishes to proceed with a query whenever the estimate exceeds the Query Governor setting Prevent queries running longer than Limit retrieval data to an absolute limit on the number of records retrieved Tip Take care to review this regularly if setting a low limit Retrieve data incrementally this setting specifies the size of each batch of records within a total set it does not limit the total records retrieved and the user is prompted until all records are returned Cancel list of values retrieval Use this field to define the maximum time you want to wait while Discoverer retrieves list of values items Fan Trap Detection Leave this ticked to avoid potentially erroneous data or slow queries Fan Trap Detection QOracleBl Discoverer detects and prevents certain queries that could return ambiguous results T Enable fan trap detection Finance Training Page 3 Discoverer Viewer User Manual 1 02 1192 2 Workbooks
12. e Description Owner Las Y Account Analysis General Ledger transactions restricted ta APR MAY and JUN 09 PAG 25 Mo and restricted to Dept PD CC PDBA and SoF AAAA sheet 1 Sheet 2 Preferences Exit Help Focus on a workbook The left hand column of the workbook listing page offers the focus option A single workbook and the sheets within it are returned by clicking on the symbol Discoverer Workbooks To go back to a full workbook listing click on the link Finance Training Page 5 Discoverer Viewer User Manual 1 02 1192 3 Running a worksheet query 3 1 Running a query with no parameters The workbook description will set out the scope and the type of data to be returned by the query some queries will run without specifying any parameters beforehand The data is limited by the underlying workbook conditions which often restrict data using account code and date ranges 3 2 Running a query with parameters Most workbook queries present the Viewer with parameter choices before running These are in addition to conditions created by the workbook owner Example For General Ledger balances the conditions may limit the query to the 2008 09 financial year In addition the Viewer will be offered parameters to customise the data based perhaps on selected account codes or periods within the 2008 09 year ORACLE Discoverer Viewer Business Intelligence S S SSS SS SS Connect gt Workbooks gt G
13. er kk tease enaes 17 5 EXD OMING DAS sterner rere emetic ences arenes nee E ERE SES REESE SEERNE RES 18 5 1 EX DOING e e ma ne ee PER ee 18 5 2 Print data to PDF document 19 59 EniAll a WOMSNCCl sccecnaccciaatcccaastcrmartecudedssaaeaesstesgandseesneedeseacass 20 6 ID anad SUDDO ce en nee S 21 6 1 Discoverer Help Desk 21 6 2 Other published information 21 Appendix 1 Using Graphs in Viewer 22 Finance Training Discoverer Viewer User Manual 1 02 11g2 Finance Training Discoverer Viewer User Manual 1 02 1192 1 Introduction to Discoverer Viewer 1 1 What is Discoverer Discoverer 11g is an ad hoc query reporting and analysis tool that allows users to gain access to information from CUFS Live It differs from other CUFS enquiry and reporting options because it allows more bespoke query definitions across multiple departments for users with multi department access rights 1 2 What is Viewer The Viewer function of Discoverer allows users to interrogate CUFS data using pre defined query worksheets contained in workbooks Users are offered flexible parameters to customise the query templates whilst avoiding the need to be conversant with specialist database query language and design techniques Viewer users run the queries and return the results in a form where they can modify layouts and formats before saving and or exporting the results The Viewer retrieves real time data f
14. g a query lf the Viewer does opt to cancel a query the system will begin the cancel routine and confirm the new status ORACLE Discoverer Viewer Business Intelligence Connect gt Workbooks gt GL Actual Balances 08 09 Sheet 1 Last run Tuesday December 6 2009 02 56 33 PM BST Worksheets Worksheet Status Sheet 1 The worksheet has not yet been run or has been cancelled Run now Preferences Exit Help 3 6 Re running a query After cancelling the user can choose to run the query again by simply clicking the Run now buiton However the user will often wish to change one or more parameters before re running the query or just return to the Workbooks page In both cases click on the Workbooks gt link Finance Training Page 8 Discoverer Viewer User Manual 1 02 1192 4 Viewing modifying and saving query results 4 1 Viewing the data When the query has finished running the data will be returned as a table In the column header area in blue type the total number of rows of data is shown and the number of columns that are being displayed the default view may be less than the actual number of columns returned this view option can be changed see below ORACLE Discoverer Viewer Business Intelligence Connect F Workbooks gt AP Invoices1 VIEW 1 Sheet 1 Last run Sunday 22 November 2009 14 27 20 BST Actions Y Table pain Tools Layout Format Stoplight Sort Rows and Columns r i Up D
15. g website Finance Training Page 21 Discoverer Viewer User Manual 1 02 1192 Appendix 1 Using graphs in Discoverer Viewer About using graphs The majority of users may prefer to create graphs after exporting data to Excel however if a workbook is to be printed to PDF or shared with a colleague the inclusion of a graph may enhance the information Graph editing options You can edit a graph in Discoverer Viewer by changing the graph type e changing the graph size enabling and disabling graph gradients enabling and disabling 3D effects e changing the data area that is plotted on the graph Notes di Graphs created by the workbook author are displayed in Discoverer Viewer 2 Users can select worksheet options to display or hide graphs How to edit a graph You edit a graph to change the style or appearance of the graph For example you might want to change the graph type from pie graph to bar graph To edit a graph 1 Display the worksheet that you want to analyze If the worksheet contains a graph that is hidden display the graph 2 select the Graph link to display graph tools above the graph Use the graph tools to edit the graph as follows to change the graph type select a graph type from the Type drop down list to change the graph style select a graph style from the drop down list next to the Type drop down list to change the graph size change the values in the Height and Width fields e to spec
16. h box and click the go button Cl Case Sensitive Results Available Selected Si Move All a Remove i i i Remove All Cancel Select 4 Some parameters are case sensitive this will normally be stated if case sensitivity is on Take care when entering parameters because input errors or mistyping will lead to either no data or the wrong data being returned Finance Training Page Discoverer Viewer User Manual 1 02 11g2 3 4 Query runtime estimates and elapsed time Once parameters are entered and SPACE Discover Wenner the Go button is clicked the query Business Intelligence will start to run sheet 1 lf your Preferences 1 4 above are set to give a predicted time for the Query Progress query you will be asked if you wish to proceed otherwise the Query eo nn Progress window will display until Ectimated Time Unknown Elapsed Time 00 00 07 the query completes and data is returned Cancel Refresh the query completes and no data is returned TIP You can change the refresh rate c the query times out A query that is running will refresh itself every few seconds so the user does not need to click on the Refresh button Estimated run time Some queries will give an estimated run time but for some it will be unknown The Viewer does not always accurately predict query run times but the user has the option to cancel a query at any time by clicking the button Cancel 3 5 Cancellin
17. ify whether the 3D or gradient effect is applied use the D o Effect and Gradient check boxes 4 Click Apply to close the Conditional Formats Table Crosstab page and display the worksheet Finance Training Page 22 Discoverer Viewer User Manual 1 02 11g2 Discoverer applies the format changes you have specified Hint Select the minus icon next to the Tools label to hide the graph tools How to display or hide a graph You display a graph to plot the currently displayed worksheet data in a graph For example you might want to plot the worksheet data in a pie chart You hide a graph to remove it from the worksheet To display or hide a graph 1 Display the worksheet that you want to analyze 2 Select the Worksheet options link to display the Worksheet Options page 3 To display the graph for the current worksheet select the Graph check box 4 To hide the graph for the current worksheet clear the Graph check box 5 Click Apply to close the Worksheet Options page and display the worksheet Discoverer applies the format changes you have specified Hint You can also use the Graph plus and minus icons to expand and collapse the graph Finance Training Page 23 Discoverer Viewer User Manual 1 02 11g2
18. l mL mu me ml Tick untick the Show Page Items checkbox to specify whether or not you wish the Page Items to display on the results page Click on Apply the make the changes and the data is displayed with the new page item Page Items Cost Centre PDBA M Entity Department Source Of Funds Transaction Period Name Year To Date Amount SUM U PD GAAA FAA JUL 09 12 156 39 U PD GAAA KAAA JUL 09 2 000 00 U PD GAAA AEAA JUL 09 14 156 39 Moving columns left and right Use the right and left arrows to re arrange the column order Finance Training Page 12 Discoverer Viewer User Manual 1 02 11g2 4 5 Drill to Related Data Each column headings has a blue arrow Clicking on the arrow brings up a Drill to listing The list contains related items other data fields that are related to the CUFS module being interrogated In the example below additional AP Invoice fields are offered in the Drill To list When an item is selected the query is refreshed and it is added to the data as an extra column ORACLE Discoverer Viewer Business Intelligence Connect gt Workbooks gt Invoice Received Date AP Invoices1 VIEW 1 Sheet 1 hje Posting Status Last run Sunday 22 November 2009 14 27 20 BST eee eee ae Pere ee rey eee en Re ee er ere ret eT ere Source Descripton arte atone ie Actions y Table Invoice Source Rerun query Tools Layout Format Stoplight Sort Rows and Q Invoice Type Description save RARE Invoice Type Code
19. l will contain the document as an attachment Cancel Back Finish Indicates required field x Sender john doe company com Recipient jo hn doe company com jane doe company com CC john doe company com jane doe company com Bec joh pany com ja p Subject Ent Body E nter any text View Attachment The data can be viewed before sending by clicking on View Attachment Click Finish Finance Training Page 20 Discoverer Viewer User Manual 1 02 1192 6 Help and Support Helpdesk The Finance Division Reporting Team is the module owners for Oracle Discoverer The Reporting Team are responsible for the development release and management of workbook sharing The team also provides helpdesk support for Viewer users Helpdesk email fin reporting helpdesk admin cam ac uk Helpdesk phone Ext 65098 New User access Discoverer Viewer is accessed through a responsibility in CUFS Live The department Key Contact should request the Viewer responsibility through the online web form at University of Cambridge University Finance System University Finance System KEY CONTACTS Other Published information In addition to this user manual there are Quick Reference Guides and lists of Frequently Asked Questions available at the following sites Finance Training website under the section Further Use Finance Division website under the Reference section Financial Reportin
20. lied to the query These and other notes are displayed below the data table U PD PDDJ GAAA EZXX JUL 09 187 07 U PD PDEA GAAA ESGE JUL 09 38 23 Up 25 Rows v Down SSSR ENT AE Currency Type Functional Period Name IN AUG 08 SEP 08 OCT 08 NOV 08 DEC 08 JAN 09 FEB 09 MAR 09 APR 09 MA Department Dept Code Cost Centre Cost Centre Source Of Funds Source of Funds Transaction Transaction Code Period Name Period Name Year To Date ount SUM lt gt 0 Transaction NOT IN T TIE Null values sometimes the data will contain cells with nothing NULL in them as opposed to zero The user can choose to show these cells as either NULL n a or simply blank NULL is the default 4 3 Changing the data layout Changing column order Click on the Layout link on the Tools menu Three boxes appear which allow the user to move columns left and right Y Table Y Tools Laybt Format Stoplight Sort Rows and Columns Up Down Rows 1 25 of 175 Entity Department Cost Centre Source Of Funds Transaction Period Name Year To Date Amount SUM U PD PDKA GAAA EX JUN 09 64 15 U PD PDIM GAAA EZXX JUN 09 95 00 U PD PDPT GAAA FOAA JUN 09 3 76 If you wish to hide a column from view move it to the right hand Tip side then use Rows and Columns to reduce the number of columns displayed excluding the rightmost column Alternatively columns can be hidden
21. ons The user can change the view of the data in a number a of ways without having to rerun the query Se ss Revert to saved Note All worksheet changes can be reversed by Printable page using Revert to Saved at any time Export Send as email Worksheet options Click on the Worksheet Options link to change the settings see screen shot below Worksheet options select the items to display in the worksheet Display Options sii Graph o Table Both Text Area Text Area Sheet Options Show null values as insine Title area Workbook name The author of the workbook will give each query a name and may also add a field to display the time and date of the query execution This will display at the top of the web page Connect gt Workbooks gt GL Actual Balances 08 09 Sheet 1 Last run Tuesday December 8 2009 04 34 29 PM BST Actions GL Actual Balances 08 09 ae very Query run time 08 DEC 2009 04 34 49 PM Save as y Parameters Revert to saved Printable page Export Send as email Department Worksheet options code Select values for the following parameters Indicates required field Pp Department code Use as a wild card p mM Fh Finance Training Page 10 Discoverer Viewer User Manual 1 02 11g2 Text area Workbook conditions Users will need to Know how the workbook data is restricted by the conditions the author has app
22. own Rows 1 25 of 1472 oo Invoice Number gt Supplier Name Invoice Description Send as email Worksheet options Worksheets Sheet 1 EXPENSES 23 07 09 PHILLIPS MR AMYAS CONFERENCES amp MEETINGS TRA MP 12951 ETC VENUES LIMITED CONFERENCES 23 07 09 KUALI FA 3828 1234 Q004 N3 BRITISH TELECOMMUNICATIONS PLO 01223 354807 EA 3858 6628 Q001 KM BT PAYMENT SERVICES LTD 01223 359330 CALLER REDIRECT C Q001 KE BT PAYMENT SERVICES LTD 01223 414267 2001 amp C BT PAYMENT SERVICES LTD 01223 414271 Q001 CF BT PAYMENT SERVICES LTD 01223 414783 001 BM BT PAYMENT SERVICES LTD 01223 414946 EXPENSES 05 08 09 GIBSON DR JS 04 08 09 RAIL FARE TO LONDON F 4423 SILVERSTAR CAMBRIDGE LTD 09 07 09 DEBBIE HOWE LHR T4 TO Scrolling up and down In the column header the Down link acts as scroll button to show the next set of records in the query The default setting is to display 25 rows of data at a time this can be changed by clicking the arrow The options are 1 5 25 or 100 rows Rows and Columns tools link The display setting for the number of rows can be customised up to a maximum of 999 by clicking the Rows and Columns link as illustrated below W Table Y Tools Layout Format Stoplight Sot Rows and Columns MeD Columns Go 0 999 0 999 The number of columns displayed can also be changed here also up to 999 Finance Training Page 9 Discoverer Viewer User Manual 1 02 1192 4 2 Changing the worksheet options Acti
23. rom CUFS Live 1 3 Access to Viewer Access to Viewer is from within CUFS Live using a responsibility from the U F S E Business Suite Navigator page Existing Discoverer users will automatically be given a Viewer responsibility in CUFS Live New users will be given access to the Viewer by making a request through their Key Contact to CUFS helpdesk ill Users will have different levels of access to Viewer Navigator based on the responsibilities they are given Fa CAPSA AG AR Supervisor Ple ia CAPSA AG GL Dept Supervisor ia CAPSA AG PO Buyer Fa CAPSA AG PO Receiver Er AE CO CC A central responsibility such as Ca U E S AG AR CENTRAL ENQUIRY AG DISCOVERER VIEWER will have wider access to data B LES AG DISCOVERER VIEWER than say RA DISCOVERER Spr oo a VIEWER S AG GL CENTRAL ENQUIRY Functionality in the Viewer is the LES AG INV CENTRAL ENQUIRY same for everyone regardless of SAG PO CENTRAL ENQUIRY responsibility 5 RA DISCOVERER VIEWER Finance Training Page 2 Discoverer Viewer User Manual 1 02 1192 1 4 Preferences in Viewer The main options under the Preferences link concern the settings for managing data retrieval The screen shot below shows the Query Governor ORACLE Discoverer Viewer Business Intelligence amp Measure Unit ii Axis Label Summary Data W Fan Trap Detection Preferences Specify values for the following Preferences To change these options later
24. rt to saved Printable page z Export Up 25 Rows _ M Down Rows 1 25 of 1472 Send as email Worksheet options gt Invoice Number gt Supplier Name gt Invoice Description Worksheets The data can be formatted as bold italic and underscore Background colours and font colours are all changeable In addition the Viewer allows conditional formats to be set using functionality similar to Microsoft Excel Conditional Formats ORACLE Discoverer Viewer Business Intelligence Preferences Exit Help Connect gt Workbooks gt GLActual Balances 08 09 Sheet1 gt Create Conditional Cell Format Create a new conditional format by specifying which column to format and formatting options Cancel Apply x Indicates required field Name Name Conditional Format gt 500 Selections Select a column to format or a data point condition to identify particular values Item Operator Value Year To Date Amount SUM Greater Than gt v 500 Format Select formatting options to apply to the specified cells Font Specify font attributes Style Bold Apply Italic Underline v TIP Click in the palette to select a color or enter color information as FFFFFF Background OHHH Font FF6666 E Finance Training Page 14 Discoverer Viewer User Manual 1 02 11g2 Stoplight formatting Click on the Stoplight link on the Tools menu Choose
25. t Specify a column sort order sort type and whether the column is visible in your table Cancel Apply Column Header Sort Order Sort Type Hide Column First AN Invoice Date V Latest to Earliest Normal M F Second Sort Ascending Normal F Third Sort Ascending Normal M F v Ascending v Normal v O L M Ascending Normal O v Ascending v Normal F Ascending 4 Normal M F Ascending ml Normal v F Ascending v Normal O v Ascending v Normal O Cancel Apply Preferences Exit Help Use the table to choose additional sort columns When all sorting options are selected click the Apply button Hiding Columns A column can be used for sorting but does not have to be displayed Also users may wish to hide columns regardless of whether they are sorting To hide a column tick the Hide Column box Cautionary note This method of hiding columns requires that the hidden column is part of the sort criteria so may require two sorts one being the desired sort for the report the second being created just to hide the colum Finance Training Page 16 Discoverer Viewer User Manual 1 02 11g2 4 8 Saving workbooks lf you have made changes to a worksheet e g you have re sorted data or repositioned worksheet items you can save these changes lf you own the workbook you will overwrite the original workshee
26. t lf you are not the owner of the workbook that contains the worksheet you can Save a copy of the worksheet lf you change a worksheet and then switch to a different worksheet Viewer prompts you to save the changes you have made or discard the changes Steps Actions select Save or Save as from the Actions Rerun query listing Save Save as Revert to saved Printable page Export Send as email Worksheet options ORACLE Discoverer Viewer Business Intelligence Preferences Exit Help Connect gt Workbooks gt Save Workbook As Choose a new name for this workbook Cancel Apply Indicates required field Workbook Name AP Invoices1 VIEW 11 TIP The workbook will be saved in the root of the folder tree Cancel Apply Preferences Exit Help Finance Training Page 17 Discoverer Viewer User Manual 1 02 1192 5 Exporting Data 5 1 Exporting to Excel From the Actions menu choose Export Actions Rerun query Save Save as Choose export type Microsoft Internet Explorer provided by MISD Service Desk Ext 32999 R i Revert to saved OO ntahle page Ti https live discoverer admin cam ac uk discoverer app export event startExport amp stateStr eNrtVNu04jgQ zk File Edit View Favorites Tools Help amp de ef Seno as email Worksheet options ful screen shortcut Google Choose export type x ORACL
27. the values above and below which you want to see highlighted red yellow and green Apply the formatting Actions Y Table Rerun query Y Tools Layout Format Stoplight Sort Rows and Columns lM Sr re ee E ee ee see TT ee eek Ce ee ee ee ee Te ee ee ee ac re O Cr re kre ore reer eek rarer ea er Save as Format Invoice Entered Amount SUM v Unacceptable F Acceptable E Desirable F Ga Revert to saved Printable page Export Send as email Y Up 25 Rows M Down V Rows 1 25 of 1472 W i ae ES y e Worksheet options invoice Number gt Supplier Name Invoice Description Worksheets The selected column has stoplight colours applied 7 lools Layout Format Stoplight Sort Rows and Columns Fi Format Year To Date Amount SUM Unacceptable 5000 F Acceptable gp Desirable T Go TIP Acceptable range falls between unacceptable and desirable values h 25 Rows Down W Rows 1 25 of 189 FEntity Department Cost Centre Source Of Funds Transaction Period Name Year To Date Amount SUM U PO FDSA GAAA EZXX JUL 09 U PD PDJP GAAA EZXX JUL 09 U PO PDKA GAAA MEAA JUL 09 U PD PDBA GAAA FAAQ JUL 09 U PD PDPK GAAA XEAA JUL 09 U PD PDGL GAAA EXZZ JUL 09 U PD PDJA GAAA ECCA JUL 09 U PD PDPA GAAA ELMB JUL 09 Deleting stoplight and other conditional formats Click on the Conditional Format link above the data and click the Delete icon for the format you wish to remove Conditional Forms Ta
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